Q4 2023 13F Holders as of 31 Dec 2023
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Type / Class
-
Equity / INVSC 30 MUNI BD
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Number of holders
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3
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Total 13F shares, excl. options
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60.1K
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Shares change
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+12.2K
-
Total reported value, excl. options
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$1.35M
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Value change
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+$273K
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Number of buys
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2
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Price
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$22.42
Significant Holders of INVESCO EXCH TRD SLF IDX FD - INVSC 30 MUNI BD (BSMU) as of Q4 2023
3 filings reported holding BSMU - INVESCO EXCH TRD SLF IDX FD - INVSC 30 MUNI BD as of Q4 2023.
INVESCO EXCH TRD SLF IDX FD - INVSC 30 MUNI BD (BSMU) has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 60.1K shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (301K shares), Insight Wealth Partners, LLC (169K shares), Envision Financial Planning, LLC (163K shares), LPL Financial LLC (152K shares), AE Wealth Management LLC (144K shares), Legacy Private Trust Co. (133K shares), Pineridge Advisors LLC (124K shares), CGN Advisors LLC (100K shares), Invesco Ltd. (98.1K shares), and Key FInancial Inc (84.5K shares).
This table shows the top 3 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.